Our company possesses a unique ability for problem solving and working with both Management and staff to accomplish a smooth transition into the implementation of new technologies.

20+ Years in Insurance Operation

Director of Visible Progress & System Manager -San Diego Insurance Broker

Qualifications

Operations & IT Manager - Philadelphia Insurance Agency

Certified Document Imaging Architect

Formally President of Applied Systems Client Network - San Diego

Professional Member of AIIM (Association for Information and Image Management)

Testimonials

“Julie’s efforts had a material impact on the success of our agency, and are one of the reasons that our Revenue Per Employee has increased so dramatically over the last several years.”- Jeff Cavignac, President of Cavignac & Associates of San Diego.

For additional information please contact us at

949-388-0070

Julie@balancedsolutions.biz